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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: w2j2 who wrote (26718)	5/5/2000 1:14:00 PM
From: Joe Wagner	Read Replies (2) \| Respond to of 29386

I think EMC had it right with the introduction of their new product launch, "Escape Velocity, Building Infrastracture for a world with No Limits. April 25, 2000?No More Walls. No More Ceilings. No More Limits." Choose Etherstorage and a few years out, you just might not have the headroom when you need it most. Even if they can tweek the heck out of it and jerry rig it to give a fake impression of keeping up with FC, at some point in the future if they don't keep finding ways to jump to say 100GB ethernet your whole etherstorage Infrastructure could come crashing down. EMC understands and explicitly spells it out with their saying, you must be able to reach "Escape Velocity." EMC is basing their future on the smart techology, Fibre Channel. My analogy (maybe a bad one) is Fibre Channel is like a powerful 4 stroke engine, and etherstorage is like a tiny whiney super high RPM two stroke engine that doesn't quite work yet, but if they can just redline the engine to 10GB it just might work if it doesn't blow up on you. An interesting quote from EMC's website: "You talk about the four horsemen of the Internet -- it's Sun, Cisco, EMC and Oracle." -- James Schanzenbach, CTO of Drug Emporium Two of the horsemen have selected Ancor, and Fibre Channel, a third is risking it's future on a technology that could come plummeting back to earth. The question is, at what point will there be a clear winner in the battle of Fibre Channel over Ethernet. At that point will Cisco try to regain it's superior position or will it be too late, and the other three horseman will be in the drivers seat. Joe